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PNC · 4 months ago

Retirement Plan Education Consultant

Phoenix - East Camelback Exec Suite (AZ014)

Full-time

Onsite

Mid Level

$55K/yr - $106K/yr

3+ years exp

PNC is a leading financial services institution that values its people as its greatest differentiator. The Retirement Plan Education Consultant will design and deliver customized employee education campaigns for clients, focusing on retirement and financial wellness education in both virtual and on-site settings.

BankingFinanceFinancial Services

No H1B

Responsibilities

Responsible for the design and delivery of employee education seminars or campaigns for a business segment's most complex and high profile clients/prospects and their constituents. Responsible for education for one or multiple books of business. Coaches and trains team members

Works with client contacts to schedule, create materials, and conduct education seminars, either on site or virtually, for employees of very complex and high profile clients/prospects of a specific business segment. Functions in a sales support role to explain to prospects the education services offered. Contributes to supporting other virtual sales events as needed

Develops/modifies education materials and schedule based on business segment and/or client needs

Creates and documents annual communication plans based on business segment and/or client needs, including all support materials, media and content. Provide tools to help customize annual plans including, but not limited to, participant surveys, utilization reports, and other data

Responsible for keeping business segment leadership and service team informed of education services via meeting reports and attending client review meetings as necessary. Works with internal/external partners to update materials as needed

Qualification

Retirement ProgramsFinancial Services IndustryContent CurationDigital MarketingEmployee CoachingMarket ResearchTraining ProgramsWorkforce PlanningFacilitationTechnical CommunicationAddressing Customer NeedsCommunicating Complex ConceptsFinancial AnalysisInvestmentsPartnering for Clients' SuccessRegulatory Environment - Financial ServicesSelling